Trust money received in your general account.
When a client pays trust money into your general account, Law App gives you two ways to correct it — via a suspense account or through the file’s disbursements.
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How to Send EOFY Trust Statements in Law App
Send end-of-financial-year trust statements to all your clients in bulk from the Trust Ledger, with each client’s ledger PDF attached.
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How to set up a Controlled Money Account in Law App
Set up a Controlled Money Account in Law App and configure separate trust receipt numbering to meet law society trust accounting requirements.
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What trust reports are required for compliance
Each jurisdiction has its own requirements, but minimum reports for audit and internal control include: Monthly: Trust Reconciliation Report Trial Balance (by file) Trust Ledger (by client/matter) Receipts & Payments…
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Can I generate trust statements and audit logs
Absolutely. For audits, file reviews, and transparency with clients, Law App offers: Trust Statement (by File): Complete transaction history with running balance. Trust Ledger Summary: By file, client, or date…
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